See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,817 | $181,894-81.4% | $156,549-78.4% | $273,961-87.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.28% | 30.74%-17.5pp | 32.23%-19.0pp | 41.45%-28.2pp |
| Employer contribution / active EE | $6,403 | $6,248+2.5% | $5,501+16.4% | $4,869+31.5% |
| Participant deferral / active EE | $4,259 | $5,550-23.3% | $4,871-12.6% | $5,287-19.5% |
| Admin fee / account holder | $229 | $15,559-98.5% | $13,027-98.2% | $10,132-97.7% |